TaxSpeaker

2018 Social Security

E-Book & DVD Package

Credit Hours: 8

By: Bob Jennings CPA, EA, CFP®

    Quantity

    Additional Exams **

    $224.00
     
    IRS Number: NOT APPLICABLE**
    Product Description:

    Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics. In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office. This course also includes a short review of Medicare.

    Product Details
    Credit Hours: 8
    Price: $224.00
    Shipping: $10.00 + $5.00 Download Table of Contents
    Availability: Available on May 30, 2018
    Testimonials

    Course Objective

    Upon completion of this course, you will be able to-Explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information; Guide clients through the process of applying for Social Security benefits; Explain to client when they will qualify for survivors’ benefits; Explain the disability protections to clients as well as when they are eligible for benefits and how their benefit amount is determined; Inform clients about the various health insurance benefits for which they are eligible under Medicare; Walk clients through various scenarios of how adjusting their earnings will affect their benefits; Provide planning advice on when client should begin to withdraw their benefits; Provide married couples with strategies to receive the maximum benefit.

    Field of Study

    Specialized Knowledge

    Prerequisites

    None

    Course Level

    Basic

    NASBA Category

    Specialized Knowledge

    Publication Date

    **One exam credit is included at no charge with each product purchased. Additional exam credits can be purchased above. Exams can be taken up to 1 year from purchase date.

    2018 Social Security

    E-Book & DVD Package

    Credit Hours: 8

    by Bob Jennings CPA, EA, CFP®